Sales OKRs > Increase Inbound Demo Success

Increase Inbound Demo Success


In this video, we’ll write an OKR to “Increase Inbound Demo Success”. The Sales Department is responsible for ensuring that a prospective customer feels confident in their choice of your product. To help convince customers to choose your product over another company’s, you can focus an OKR on improving the success of demos.

The key results that can help us achieve this goal include:

    Increase Inbound demo to trial conversion from 0 to 240 (KPI: increase Inbound demo to trial conversion)

  • Convert 60% of scheduled demos to demo closed for US (KPI: %inbound demos)
  • Optimize the demo follow-up process (Milestone Tracked: demo follow-up process)

Let’s input the first key result into the software. After inputting your objective, create a new key result using the form.

First select the key result type from the drop down menu. Because this is a metric-based key result with a value we’d like to increase, we’ll select “increase KPI” from the drop down menu. Choose a KPI by pressing “Search & Select KPI”. This will open a pop up where you can search your KPI by name, or browse through KPI categories and select from the provided list.

Select a target date for completing your key result.

Then, modify your chosen KPI values to fit your specifications. In this case, we’ll be increasing inbound demo to trial conversion from 0 to 240.

Based on the information you provided, the form will build a title for you. Make any necessary modifications, or add any desired context.

Then, you can indicate if you’d like to assign this key result to a specific employee by pressing the “Search & Select Assignee” button. You can search for an employee, team, or department using the search bar, or browse using the catalogue.

Finally, select the frequency with which you would like to complete check-ins, and press “Create”.

Now you have a specific, metric-based, time-bound key result that will help you make substantive progress on your objective to Increase Inbound Demo Success.

Here are the other key results that can help you achieve this objective.

By focusing an OKR the success of your product demos, you can improve an important facet of the Sales’ department’s duties.